Bright Investments, LLC

Bright Investments, LLC, established in 2015, is an SEC-registered investment adviser based in Auburn, Alabama. The firm specializes in managing institutional and private client assets with a focus on long-term total return through capital appreciation and dividends. As a fiduciary, Bright Investments prioritizes client needs and offers asset management services on a discretionary and non-discretionary basis. The minimum investment amount required to open a separately managed account is $5,000,000, subject to negotiation. The firm charges fees quarterly based on a percentage of assets under management, with fees prorated for accounts opened mid-billing period. Bright Investments employs fundamental analysis and value investing strategies, focusing on mid-to-large capitalization quality companies across key sectors. The firm's investment philosophy aims to outperform the market with below-average risk over an economic cycle. Bright Investments does not charge performance-based fees, conducts no side-by-side management, and has no disciplinary events to disclose. Clients receive quarterly account reviews, performance reports, and invoices, with custody of assets held at an independent custodian. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200 in fees per client. Bright Investments' Code of Ethics ensures compliance with securities laws and a commitment to acting in clients' best interests.